RA
PPL

Rational Advisors’s PPL Corp PPL Stock Holding History

Rational Advisors’s Portfolio PPL Stock Details PPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-46
Closed -$1K – 511
2020
Q3 		$1K Sell
46
-467
-91% -$12.6K ﹤0.01% 555
2020
Q2 		$13K Buy
+513
New +$13.3K 0.01% 338
2020
Q1 		– Sell
-1,159
Closed -$42K – 435
2019
Q4 		$42K Sell
1,159
-7,350
-86% -$246K 0.02% 368
2019
Q3 		$268K Buy
8,509
+209
+3% +$6.32K 0.1% 199
2019
Q2 		$258K Buy
8,300
+3,164
+62% +$98.1K 0.09% 187
2019
Q1 		$163K Buy
5,136
+547
+12% +$17K 0.04% 219
2018
Q4 		$130K Buy
4,589
+4,563
+17,550% +$139K 0.04% 222
2018
Q3 		$1K Sell
26
-83
-76% -$2.42K ﹤0.01% 505
2018
Q2 		$3K Sell
109
-80
-42% -$2.21K ﹤0.01% 419
2018
Q1 		$5K Buy
+189
New +$5.63K ﹤0.01% 418
2013
Q4 		$262K Sell
9,341
-32,961
-78% -$930K 0.02% 445
2013
Q3 		$1.2M Sell
42,302
-39,940
-49% -$1.15M 0.1% 300
2013
Q2 		$2.32M Buy
+82,242
New +$2.38M 0.2% 178

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return